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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,162 | $180,462-96.6% | $154,111-96.0% | $135,379-95.4% |
| Participation rate | 65.0% | 87.4%-22.4pp | 83.0%-18.0pp | 82.6%-17.6pp |
| Annual return | -13.56% | 888.17%-901.7pp | 735.18%-748.7pp | 519.79%-533.3pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,677 | $5,806-53.9% | $5,081-47.3% | $5,609-52.3% |
| Admin fee / account holder | $161 | $16,145-99.0% | $13,411-98.8% | $10,828-98.5% |